General Information

AMP FS Super-BT Australian Share
AMP Superannuation Limited
AMP1469AU
Equity Australia Large Blend
starstarstarstar (as at 30 Sep 2017)
Superannuation Fund
21 May 2010
$10.73 million (as at 31 Aug 2017)
$1.76957 (as at 19 Oct 2017)
$1.76957 (as at 19 Oct 2017)

Fund performance (30 Sep 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 0.55 1.58 2.13 12.66 10.48 8 10.66 -
Growth return 0.55 1.58 2.13 12.66 10.48 8 10.66 -
Income return 0 0 0 0 0 0 0 -

Market index (S&P/ASX 200 TR AUD)

Total return -0.02 0.68 -0.91 9.25 11.19 7.08 10.08 3.09
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Fund Performance Comparison

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Asset Allocation (30 Sep 2017)

Australian Equities 88.06%
International Equities 2.37%
Cash 4.83%
Property 3.69%
Fixed Interest 0%
Alternatives 1.06%
Asset Allocation

Objectives and Strategy

Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

Offer information

Indirect Cost Ratio (ICR) 1.69% (as at 30 Jun 2016)
Minimum initial investment $1,500.00

Top 10 holdings (as at 31 Jul 2017)

Holding Type % of Portfolio
Australia and New Zealand Banking Group Ltd Equity 9.20%
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